Remittance Processing Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Registry Settings (PM)
- Remittance Processing Widget
Scenario 1: Remittance Processing Widget - Refresh functionality and Registry Setting = ' 'Enable Guarantor Sort By Name' help message validation
Specific Setup:
- Home View:
- The 'Remittance Processing' widget is added in the home view.
- Posting/Adjustment Codes Definition:
- Existing posting code(s) are identified to be used for Payment, Adjustment, and Transfer.
- Admission:
- An existing client is identified, or a new client is admitted. Note the client's id/name, episode number, and admission program.
- Client A.
- Guarantors/Payors:
- Guarantors are identified, or new guarantors are created to be assigned to the client. Note the guarantor's code/name.
- Guarantor 1
- Financial Eligibility:
- The guarantors identified above are assigned to the client.
- Client Charge Input:
- 5-6 services are rendered to the client. Note the service start/end dates and service code used.
- The charges are closed.
- Client Ledger:
- The services are distributed to the guarantor assigned to the client in the financial eligibility record.
Steps
- Locate the 'Remittance Processing' widget on the home view.
- Click [Create Batch] in the 'Action for Batch' field.
- Enter a description in the 'Description' field. Note the batch description.
- Navigate to the 'Remittance Details' section.
- Click [Add Row].
- Enter 'Client A' created in the setup in the 'Client' cell.
- Double-click the 'GuarID#' cell.
- Select 'Guarantor 1' from setup.
- Verify the 'Start Date' and 'End Date' fields contain the start and end date of the services rendered to the Client.
- For any service row, enter the desired amount in the 'Pmt Amt' field.
- Select the desired code in the 'Pmt Code' field.
- For any service row, enter the desired amount in the 'Adj Amt' field.
- Select the desired code in the 'Adj Code' field.
- For any service row, enter, the desired amount in the 'xfr Amt' field.
- Select the desired code in the 'xfr Code' field.
- Select the desired guarantor in the 'xfer to Guar' field.
- Click [Save and Exit].
- Validate the message 'Remittance batch saved'.
- Click [OK].
- Go to the 'Batch' section.
- Click [Edit] in the 'Action for Batch' field.
- Select the desired batch created above in 'Remittance Batch Number'.
- Validate 'Payment Posted' populates with the amount entered in the batch.
- Validate 'Adjustment Posted' populates with the amount entered in the batch.
- Validate 'Transfer Posted 'populates with the amount entered in the batch.
- Click [Refresh].
- Validate the widget has no records to display.
- Open the "Registry Settings" form.
- Set the 'Limit Registry Settings to the Following Search Criteria' to 'Enable Guarantor Sort By Name'.
- Click [Yes] in 'Include Hidden Registry Settings'.
- Validate the 'Registry Setting Details' section includes 'Remittance Processing'.
- Validate the 'Registry Setting Value' is set to 'Y'.
- Click [Submit].
- Validate Form Return Dialog.
- Click [No].
- Locate the 'Remittance Processing' widget on the home view.
- Click [Create Batch] in the 'Action for Batch' field.
- Enter a description in the 'Description' field. Note the batch description.
- Validate 'Default Guarantor' displays Guarantor by name.
- Click [Refresh].
- Repeat steps 27-32 ,with 'Registry Setting Value' is set to 'N'.
- Click [Submit].
- Validate Form Return Dialog.
- Click [No].
- Locate the 'Remittance Processing' widget on the home view.
- Click [Create Batch] in the 'Action for Batch' field.
- Enter a description in the 'Description' field. Note the batch description.
- Validate 'Default Guarantor' displays Guarantor by number.
- Click [Refresh].
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Topics
• Registry Settings
• Widgets
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